To configure your booking process, follow the steps below:
- Navigate to the Settings tab.
- Select Booking Page from the left vertical menu.
- Under Booking Type, click on the modal under "Client booking type" and select your preferred method.
- In the case of an appointment request form, scroll down to 'Booking Request' and select the form to be used by clients.
- In the case of online booking, scroll down to the 'Direct Booking' section and fill in additional information to customize your online booking page according to your preferences.
- Afterward, scroll down and click on the 'Update' button to save the changes.
While you can also select "None," we recommend using one of the two main methods to automate the creation and updating of client files.
If the "Direct booking" option is selected, it is also important that each practitioner updates their personal availability options.
Url to access personal availability options : https://www.colib.io/Settings?show=personalscheduler
The following options can be changed on this pagee :
Cluster online booking : If you have a really flexible schedule with lots of openings, but you’d like clients to only book around existing appointments, you can use this setting so that Colib will offer appointments just before or after whatever is booked on your schedule.
Make me look busy : Often when you’re brand new to practicing, or to a clinic, or to a city you might not yet have a full caseload. People are a bit wary of booking on a fully open schedule, so Colib can limit the number of appointments that are displayed per day.
Even if you are completely empty, Colib can display just a few spots to make it look a little busier.
Use the practice opening hours : You can define your availabilities for appointments booking in this section. You can either decide to follow your practice's opening hours or define your own schedule.
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